Enter Line Items with Lump Sum Costs

If enabled and applicable, you can populate the Detail Form tab and additional tabs of a Contract or Change Order BP record with a list of items and their corresponding cost codes, quantities, and amounts.

Prerequisites

  • You have the required permissions to create Contract or Change Order BP records.
  • Populate the Main Form of the Contract or Change Order BP record as outlined in Creating Business Process Records.

Online Mode

To populate the line items of a Contract or Change Order BP record with lump sum cost breakdown:

  1. Touch the Standard tab.
  2. To add a new line item, touch the Plus (+) icon and select Lump Sum.
  3. In the Line Item tab, enter information of the purchased item.
  4. In the Amount field enter the amount billed for each line item. Any formulas, if applicable, are calculated by default.

    The Item Quantity and Item Unit Cost fields display relevant values.

  5. To provide a detailed cost breakdown for each line item entered in step 3, touch the Cost Breakdown tab.
    • To add multiple cost breakdown lines, touch the Plus (+) icon and proceed to the next step.
    • To add a single cost code, touch Remaining Amount and proceed to step 7.
  6. If you selected the Plus (+) icon in the previous step:
    1. From the CBS picker list, select one or more CBS codes.
    2. Enter the following information:
      • Cost Code: To modify the cost code, double-touch and select another cost code from the CBS picker.
      • Short Description: Enter relevant information for the costed line item.
      • Amount: Enter the amount for each cost line item.

      Displays the following information:

      • Cost Name: The code name associated with the cost code.
      • Item Quantity: The quantity of the costed line item purchased.
      • Total Amount: The sum of the amount entered for each cost line item
      • Not Costed The difference between the Amount field of the line item (from step 4) and the Total Amount field of costed line items (step 6b).
  7. If you selected Remaining Amount in step 5, enter the following information:
    • Cost Code: To modify the cost code, double-touch and select another cost code from the CBS picker.
    • Short Description: Enter relevant information about the costed line item.
    • Amount:Displays the amount of the line item.
    • Not Costed Amount: Displays zero (0).
  8. Finalize the costed line items as needed. Perform any of the following actions:
    • To save the current line item, touch Save.
    • To continue adding line items, touch Save and Add New.
    • To add multiple line items, repeat the entire above sequence.
    • To delete a costed line, swipe on the costed line and then touch Remove Cost.
    • To copy a costed line, swipe on the costed line and then touch Copy.
  9. To complete the BP record, touch Send (for workflow BP records) or Submit (for non-workflow BP records).
    • To save the record to the server and retain the record in an editable state, touch Save.
    • To complete the submission of the record, touch Submit.
    • To modify the record, touch Edit.